SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST

Plan Contact

  • Address: 30 NORTH MAIN STREET,CHAGRIN FALLS,OH
  • Contact person: LAWRENCE SHIBLEY
  • Phone: (440) 247-8338

Plan General Information

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Total Retirement Plan Assets

At the end of 2022, the total retirement plan assets of SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST is $4,392,733.00.This plan was established in 2000.

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Total Number of Retirement Plan Participants

At the end of 2022, the total number of retirement plan participants in SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST is 259

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Average Participant Retirement Account Value

In 2022, the average participant retirement account value for SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST is $16,960.00

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Estimated Average Employee Contribution Amount

In 2022, the estimated average employee contribution amount per participant for SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST is $963.00.

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Estimated Average Employer Match

In 2022, the estimated average employer match for an employee in SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST is approximately $427.00
Investing in this additonal $427.00 for 20 years would give you extra $27,375.00, assuming a 10% annual return.

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Total Employer Contribution and Match Rate

In 2022, SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST allocates $110,784.00 to match its employees' contributions, providing an employer match rate of 40.40% of their contributions

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Total Retirement Plan Asset Growth Rate

In 2022, the total retirement plan asset growth rate of SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST is -15.87%.

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2022, the estimated aggregate retirement account investment gain/loss for SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST is -14.93%. This measures the effectiveness of the plan participants' investments in the year.

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST Expense Ratio

In 2022, the investment and administrative expense ratio of SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST is 0.86%.

Enrollment Features

SHIBLEY MANAGEMENT, INC. PROFIT SHARING PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


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